Setup Considerations: Pricing Enablement
You can use this topic to help make decisions when planning your configuration and use of
Pricing Enablement for Learning. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
Workday enables you to configure pricing and price display options for learning
courses and course offerings. You can configure prices in different currencies and
use condition rules to set prices for groups of learners and extended enterprise
learners. Workday creates pricing records for each enrollment. You can report on
prices or use web services to send them to applications that support billing or
payment processing.
Business Benefits
Pricing your learning content enables you to:
- Communicate the value of your training by displaying prices to users.
- Report on prices associated with each course or course offering enrollment.
- Monetize your training if you integrate with an application that handles billing.
Use Cases
This table describes use cases for pricing learning content:
Audience | Use Case |
|---|---|
External (Extended Enterprise) | Strategically price learning content according to contracts with
customers, partners, and other extended enterprise affiliates.
|
Internal (Learning) | Track and measure the value of interdepartmental training
programs. |
Questions to Consider
Questions | Considerations |
|---|---|
Who do you want to configure pricing for? | Workday supports pricing enablement for workers and extended
enterprise learners. You can enable functionality for workers only,
extended enterprise learners only, or both. |
Which time zone is most appropriate for enabling new training
credit mappings? | Training credit mappings become effective on pacific time. New
mappings that go into effect can impact currency values and prices for
all users. Consider which time zone will minimally impact your users and
select it from the Time Zone Credit Mapping
prompt in tenant setup. |
Which currencies should I plan to include in my training credit
mappings? | You can configure whichever currencies you want to display prices
in. The currencies you include in your training credit mappings have no
relationship to currency used elsewhere in Workday, nor do they respect
the preferred currencies of individual users. Consider the audiences who
will consume your learning content and the currencies you need to
communicate value to them. Each supervisory organization and extended
enterprise affiliation can only have 1 currency. |
How many training credit mappings can I create? | You can create as many training credit mappings as you want, but
only 1 can be in effect at a time. You can prepare new training credit
mappings for the future and set an effective date so they automatically
apply when ready. You can't edit or delete training credit mappings that
are currently in effect. To change an existing training credit mapping,
you must copy it, edit it, then set a new effective date. |
Who should be in charge of pricing administration
functionality? | Workday secures pricing functionality to different domains than
learning administration functionality. Administrators who manage your
learning catalog might not understand your pricing strategy or
contractual obligations with your affiliates. Similarly, pricing
administrators might not understand the details of individual courses.
Consider this as you decide:
|
What are the differences between course costs and
pricing? | The Costs section on the Create
Course task is intended to itemize and display the cost
of course-related expenses and materials on the course. The
Pricing section is for configuring the
enrollment price for a course. You might need to explain these
differences to users who can edit courses. |
Can I use decimals in pricing configurations? | You can enter up to:
The final calculated price for a course can have up to 20 digits
before the decimal point and 10 digits after. Workday rounds
prices for learners who view pricing enabled learning content to the
decimal place appropriate for each currency. Example: Prices in USD
round to the hundredths decimal place while prices in JPY round to
the nearest whole number. In custom reporting, you can use
either rounded report fields or unrounded report fields on the
Learning Enrollment Pricing Record data source. |
Recommendations
Create pricing rules to change the price of a course for a set of users who meet the
conditions you define.
Requirements
To use pricing, you must subscribe to Workday Learning. You can also use pricing with
Extended Enterprise Learning.
Workday requires these components to calculate the price for an enrollment:
- A training credit mapping with a current effective date.
- A payment configuration for the organization the learner belongs to.
- A default price, or training credit value, on the course or course offering with pricing enabled.
Limitations
You can't price learning programs or stand-alone lessons.
Tenant Setup
The
Enable Pricing Configuration for Person Types
prompt
enables the configuration of prices for workers or extended enterprise learners. If
you disable pricing configuration, you can still:- Report on enrollment prices.
- Use web services to get pricing data out of Workday.
- Use web services to specify training credits and pricing rules for courses.
Security
These domains in the Learning Core functional area:
Domain | Considerations |
|---|---|
Manage: Learning Pricing
| Secures most pricing configuration functionality for pricing
administrators. |
Manage: Learning Pricing Rules
| Secures the Create Worker Pricing Rule and
Create Extended Enterprise Learner Pricing
Rule tasks. You don't need access to this domain to add
pricing rules to a course. |
Reporting: Learning Pricing
| Secures report data sources needed to create custom reports for pricing and pricing
records. This domain is for users who need to report on prices, but not
configure them. Contextual security applies to learning enrollment pricing records
so that managers and affiliation managers can only view records for
learners who are in their organization at the time of enrollment.
Administrators can view all records. |
Business Processes
Business Process | Considerations |
|---|---|
Enroll in Course
| You can configure a step so managers or affiliation managers can
approve enrollment prices. |
Manage Course
| You can configure a step so pricing administrators can approve
course prices. |
Manage Course Offering
| You can configure a step so pricing administrators can approve
course offering prices. |
Mass Enroll
| You can configure a step so managers, affiliation managers, or
pricing administrators can approve enrollment prices for each
learner. |
Reporting
You can create custom reports with the:
- Learning Contentsreport data source to view pricing by course.
- Learning Enrollmentsreport data source to view pricing records by enrollment.
Integrations
You can use these web services to configure pricing:
- Get Training Credit Mappings
- Get Learning Organization Payment Configuration
- Get Learner Pricing Rules
- Put Training Credit Mapping
- Put Learning Organization Payment Configuration
- Put Learner Pricing Rule
- Manage Course Offering
- Manage Learning Course
You can use the
Get Learning Pricing Records
web service to send enrollment
pricing records to third-party applications. The only way to change the
Document Payment Status
field from Unpaid
is with
the Put Learning Pricing Record Document Payment Status
.Connections and Touchpoints
Workday offers a Touchpoints Kit with resources to help you understand configuration
relationships in your tenant. Learn more about the Workday Touchpoints
Kit on Workday Community.